Thursday 17 September 2026 07:00 UTC
The Fed delivered a rate hike and signaled further tightening ahead, catching risk markets off-guard and pushing US10Y to 5.01% — a level historically hostile to speculative assets. Goldman now forecasts an additional October hike, compressing the window for any near-term pivot narrative. DXY softening modestly (-0.14%) provides marginal relief, but SPX weakness (-0.45%) and gold selling (-0.96%) confirm broad risk-off rotation. No major data releases scheduled today.